With all of the payment options available within Thryv, it is easier than ever to take payments in a way that is convenient for both you and your customers. This guide will explore several paths to take payments from your clients.
- Record Payment in Desktop
- Charge Credit Card
- Mobile Quickpay
- Payment Associated with an Invoice
- Payment Associated with an Appointment
Record Payment In Desktop
In addition to accepting credit card or ACH payments, Thryv can also record payments taken manually through cash or check. There are a few different paths to accomplish this.
NOTE: This function will only record a payment already taken, even if credit card or ACH is selected. This action will not generate a charge to a credit card or an ACH transaction. If you want to create a charge to a client's credit card, Click Here to skip to that section.
Start by navigating to the Client Card of the client giving the payment. Navigate to Payments, and click on the orange circle in the bottom right, and select Record Payment. Select the product or service being paid for, select the Payment Method and date, and click on Record Payment. If desired, make a selection on the checkbox to send a receipt and/or generate an invoice for this payment.
If the client has any additional outstanding payments, a prompt at the top of the box will appear inviting you to take a payment to clear all outstanding payments.
You can also record a payment from the Sales tab. Navigate to Sales>New>Record Payment>Select or Create Your Client. This will navigate to the same payment screen described from the client card above.
Note: This method will not associate the payment with any particular invoice. If you want to take a payment related to a specific invoice, Click Here to skip to that section.
Charge Credit Card
The above methods can also be used to create a charge to a client's credit card.
NOTE: In order to accept payment through Credit Card, you must be connected to a payment gateway (ThryvPay, Square, Stripe, or PayPal). For a guide on connecting to a payment gateway, Click Here
Navigate to the Client you wish to take a payment from. Click on the orange circle in the bottom right, then select Charge. You will be prompted to enter the client's card number, expiration date, and security code. Note that this does not save the card information, it only creates a one-time charge.
You can also charge a client's card from the Sales tab. Navigate to Sales>New>Charge>Select or Create Client. From there, you will be prompted to enter the client's card number, expiration date, and security code. Note that this also does not save the card information, it only creates a one-time charge.
You can also use Thryv to collect payment from your mobile device. You must have the Thryv App installed on your mobile device. Click Here for details.
Navigate to the orange button in the bottom right corner of your mobile device and select Quickpay. Select or create your Client. Enter the payment amount, then select the method of payment. You will then be prompted to enter the client's card number, or you may tap the camera icon to scan their card (only available with certain payment processors). Note: This does not store an image of their card or any of their card information. It just creates a one-time charge.
Payment Associated With An Invoice
To make a payment on an invoice, first navigate to the open Invoice, either through the Client Card or the Sales tab. Once you've clicked on the invoice you would like to pay, click on Take Payment, and then either Charge Debit/Credit Card or Record Payment (Cash/Check/Other) as applicable. From there, you will be prompted to enter the client's card number or note that they paid with cash or check. This payment will mark the invoice as paid and trigger any appropriate marketing follow-ups if applicable.
Payment Associated With An Appointment
To take a payment for an appointment, navigate to that appointment.
Within the appointment, click on Take Payment. Then either record cash or check or charge the client's credit card as shown. As always, the option to Take All Open Payments will appear if the client has any outstanding charges on their account.
That covers all of the ways you can take a payment through Thryv. Want to give your clients the ability to make payments on their terms? Click Here for a guide to requesting payment from your clients.